The Senior Financial Services Specialist is responsible for processing third party invoices, reconciling and collecting outstanding charges, and resolving related issues pertaining to sponsored programs; diagnoses and resolves customer inquiries and serves as the liaison to sponsor agencies. Timely and accurately processes check and wire transfer payments for external scholarships and provides direct customer support to external and internal customers. Makes adjusting entries; processes refunds; maintains files; fulfills invoice requests; creates ad-hoc reports and spreadsheets; performs daily balancing activities. Performs in depth analysis and makes recommendations to improve processes. Reviews and updates on-line training documentation. Serves as backup to the Personal Payment and Internal Payment areas as needed; Initiates or assists with purchases and department invoice payments; performs travel initiations; coordinates special meetings for Bursar and management staff; maintains Bursar procurement card; completes special projects and other duties as assigned. Properly handles and maintains sensitive information according to federal and state laws and regulations and University policies; service on committees; attends trainings and conferences; maintains advanced understanding of functionality in SIS modules; aids in the maintenance of document retention policies; may work evenings and weekends.
Required: Bachelor's degree in a related field, or equivalent combination of education and experience; two (2) years of relevant experience; excellent analytical skills; considerable experience with billing/invoicing, payment processing, and reconciliation; attention to detail and the ability to resolve issues independently. Excellent customer service skills in a high volume environment, including experience with diverse populations; outstanding communication and problem solving skills. General computer skills including considerable experience using Microsoft Word and Excel.
Desired: Awareness of and familiarity with university policies and procedures; Workday financial management system experience; OnBase document management system experience; experience working with PeopleSoft, especially the Student Information System (SIS).
Flexible, collaborative work environment. Team members enjoy working hard, having fun, improving processes, and contributing to make the Office of the University Bursar and The Ohio State University the best it can be.
Final candidates are subject to successful completion of a background check. A drug screen, physical, or psychological screening may be required during the post offer process.
The Ohio State University is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability, ethnicity, gender identity or expression, genetic information, HIV/AIDS status, military status, national origin, race, religion, sex, gender, sexual orientation, pregnancy, protected veteran status, or any other bases under the law. Applicants are encouraged to complete and submit the Equal Employment Identification form.